2026-02-04T16:01:11-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-07-01 591220745 SAINT PAUL'S SCHOOL INC SAIN 7275334524 1600 ST PAULS DRIVE CLEARWATER FL 33764 SAMANTHA CAMPBELL HEAD OF SCHOOL 7275334524 2026-02-02 1 1 TINA HENTON P00630282 4078021200 2026-02-02 2024 2025-03-06 01:10:19Z SAMANTHA CAMPBELL 1600 ST PAULS DRIVE CLEARWATER FL 33764 13729747 0 X WWW.CLEARWATERSINDEPENDENTSCHOOL.ORG X 1968 FL SAINT PAUL'S IS A PROUD INDEPENDENT SCHOOL IN THE HEART OF CLEARWATER, FL (SEE PART III) 11 11 121 91 0 0 6312504 908249 9724215 11014909 194063 215450 167556 390165 16398338 12528773 835523 1531317 0 0 6995130 6994119 0 0 498608 2797627 3532320 10628280 12057756 5770058 471017 20679280 23334998 7113805 9025364 13565475 14309634 X TO CULTIVATE TOMORROW'S LEADERS AND INNOVATORS IN AN EDUCATIONAL ENVIRONMENT THAT ENCOURAGES STUDENTS TO DISCOVER THEIR UNIQUE IDENTITIES, EXPLORE THEIR PASSIONS, AND DEVELOP A JOYFUL, INQUISITIVE APPROACH TO LEARNING AND LIFE. 0 0 10333521 1531317 11014909 SAINT PAUL'S - CLEARWATER'S INDEPENDENT SCHOOL IS DEDICATED TO PROVIDING A SAFE AND NURTURING ENVIRONMENT WHERE OUR STUDENTS ARE ENCOURAGED TO THINK CREATIVELY, TO REFLECT CRITICALLY, TO DESIGN COLLABORATIVELY, AND TO LEAD CONFIDENTLY. CALCULATED RISK-TAKING IS PRACTICED AND FAILURE IS VIEWED AS LEARNING RESILIENCE. THIS SENTIMENT IS ENCAPSULATED IN OUR VISION STATEMENT, "WE COMMIT TO OUR STUDENTS SO THEY WILL ACT JOYOUSLY UPON THEIR PASSIONS AND COURAGEOUSLY SEIZE ADVENTURES AND OPPORTUNITIES WE CANNOT FORSEE."(CONTINUED ON SCHEDULE O)OUR BEAUTIFUL TWELVE-ACRE, WATERFRONT CAMPUS WAS A SECOND HOME TO OVER 400 STUDENTS ENROLLED DURING THE SCHOOL YEAR, RANGING FROM 8 WEEKS TO 8TH GRADE. WE ARE PROUD OF OUR EPISCOPAL ROOTS THAT HAVE HELPED US DEVELOP A COHESIVE, INCLUSIVE SENSE OF COMMUNITY THAT WELCOMES FAMILIES FROM ALL RELIGIOUS, RACIAL, ECONOMIC, AND GEOGRAPHICAL BACKGROUNDS.OVER THE LAST 55+ YEARS, WE HAVE REMAINED MISSION-DRIVEN THROUGH OUR COMMITMENT TO RECRUITING TEACHERS NATIONALLY AND INTERNATIONALLY, WHO ARE TALENTED AND PASSIONATE; AND TO DEVELOPING PROGRESSIVE SIGNATURE PROGRAMS, PROJECTS, AND EXPERIENCES OUTSIDE OF THE CLASSROOM. MOST NOTABLY, WE HAVE INTRODUCED ROBOTICS, 3-D PRINTING, ACTING, PUBLIC SPEAKING, KAYAKING, PROTOTYPING, MARINE BIOLOGY, PERSONAL FINANCE, INTERNATIONAL TRIPS, ARCHERY, PADDLE BOARDING, SAILING, AND MANDARIN.THIS PROGRAMMING IS SUPPORTED THROUGH CONTINUAL CAPITAL IMPROVEMENTS THAT ARE STRATEGIC IN DESIGN. WE HAVE INVESTED SIGNIFICANT FUNDING TO PROVIDE THE LATEST TECHNOLOGY, CAMPUS SECURITY, AN MIT-APPROVED FABRICATION LAB, A STATE-OF-THE-ART WHITE BOX THEATER, EXPANDED INFANT AND TODDLER PROGRAMS AND CLASSROOMS, AND THE TAKE FIVE CAFE.SAINT PAUL'S CADENCE PROGRAM IS THE TAMPA BAY AREA'S FIRST AND ONLY SCHOOL-WITHIN-A-SCHOOL TO SERVE STUDENTS WITH DYSLEXIA AND OTHER LANGUAGE-BASED LEARNING DIFFERENCES. THIS INTEGRATED, STRUCTURED LITERACY APPROACH FOCUSES ON SPECIALIZED INSTRUCTION TO MEET INDIVIDUAL NEEDS FOR STUDENTS IN GRADES 2-7. ALL PROGRAM TEACHERS ARE TRAINED THROUGH THE ORTON-GILLINGHAM ACADEMY. 10333521 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 121 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CAROL ANN MARTIN 7275334524 1600 ST PAULS DRIVE CLEARWATER FL 33764 BRAD MEINCK CHAIR 3.00 X X 0 0 0 MATT MARQUARDT VICE CHAIR 3.00 X X 0 0 0 MADISON HAUENSTEIN SECRETARY 3.00 X X 0 0 0 STEVE POIRIER TREASURER 3.00 X X 0 0 0 DANIEL DOYLE TRUSTEE 1.00 X 0 0 0 SALLY FISHER TRUSTEE 1.00 X 0 0 0 FAYOLA GOLDSTONE TRUSTEE 1.00 X 0 0 0 ZAFI MCCORD TRUSTEE 1.00 X 0 0 0 CRAIG MEINDL TRUSTEE 1.00 X 0 0 0 MADELYN SCHMIDT TRUSTEE 1.00 X 0 0 0 LAUREN VONDERAU-VEILE TRUSTEE 1.00 X 0 0 0 SAMANTHA CAMPBELL HEAD OF SCHOOL 40.00 X 405413 0 32204 CAROL ANN MARTIN DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 138594 0 21866 CHRISTOPHER DOUTT DIRECTOR OF ATHLETICS 40.00 X 117722 0 3857 JEFFREY HARTWICK DIRECTOR OF MIDDLE SCHOOL 40.00 X 106554 0 19755 BETHANY MCKEE-ALEXANDER DIRECTOR OF LOWER SCHOOL 40.00 X 115302 0 945 KATIE O'BRIEN DIRECTOR OF ADMISSIONS 40.00 X 101069 0 3997 984654 0 82624 6 0 1 0 0 249722 658527 60651 908249 TUITION 611710 10727442 10727442 STUDENT SERVICES & FEES 611710 287467 287467 11014909 245907 245907 953726 945237 38946 8489 -38946 -30457 -30457 388673 249722 195830 192843 192843 16985 5437 11548 11548 92400 15524 76876 76876 INSURANCE PROCEEDS 900099 108898 108898 108898 12528773 11014909 0 605615 1531317 1531317 548255 471499 54826 21930 5434332 4620969 587068 226295 116200 105899 6746 3555 446731 419752 17799 9180 448601 388674 43370 16557 10570 10570 86969 86969 14860 14860 108275 78678 24897 4700 77681 77681 248532 73302 93587 81643 628835 418910 151391 58534 667652 667652 1078 1078 44696 44696 86942 86942 739520 628597 79994 30929 364263 309626 39402 15235 INSTRUCTIONAL MATERIALS 211751 211751 PTA & BOOSTER CLUB EXPE 114023 69825 14148 30050 AUXILIARY EXPENSES 64482 64482 DUES AND SUBSCRIPTIONS 62191 62191 12057756 10333521 1225627 498608 3635611 4342658 1076520 1083847 5319733 3376240 69860 78659 54450 227158 23446076 13310448 6451548 10135628 4062415 4083972 9143 6836 20679280 23334998 110151 1426589 4519884 5267129 2422476 2298017 61294 33629 7113805 9025364 X 6383381 6769204 7182094 7540430 13565475 14309634 20679280 23334998 471017 273142 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3681142 392482 14860 4058764 3272903 421340 13101 3681142 2971301 313263 11661 3272903 3326584 -341808 13475 2971301 2694632 644048 12096 3326584 0.51383 0.05852 0.42765 0 0 143571 143571 18013016 12536552 5476464 1320424 773896 546528 3969065 3969065 10135628 LEASE LIABILITIES 33629 33629 X 11324992 273142 8256 60998 342396 10982596 14860 1531317 1546177 12528773 10580833 8256 60998 69254 10511579 14860 1531317 1546177 12057756 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE SCHOOL MANAGES A BOARD-DESIGNATED ENDOWMENT, WHOSE USE IS LIMITED BY THE BOARD OF TRUSTEES AS TO PRINCIPAL AND INCOME (EXCEPT AS DESCRIBED IN THE PARAGRAPH BELOW). IN OCTOBER 2005, THE BOARD OF TRUSTEES PASSED A RESOLUTION SPECIFYING THAT ANY UNRESTRICTED LEGACY CAMPAIGN DONATIONS BE ALLOCATED AS FOLLOWS: 55% TO THE BOARD-DESIGNATED GENERAL ENDOWMENT AND THE REMAINING 45% TO THE FACULTY ENDOWMENT. OF THE PORTION ALLOCATED TO THE BOARD-DESIGNATED ENDOWMENT, 90% WILL BE ALLOCATED TO THE BUILDING FUND (A SUB-ACCOUNT OF THE BOARD-DESIGNATED ENDOWMENT FOR REPAYMENT OF DEBT SERVICE) WITH THE RESIDUAL 10% ALLOCATED TO THE GENERAL FUND OF THE BOARD-DESIGNATED ENDOWMENT FOR INVESTMENT. AN 85% VOTE OF THE ENTIRE MEMBERSHIP OF THE BOARD OF TRUSTEES SHALL BE REQUIRED TO AUTHORIZE A DISTRIBUTION OR LOAN FROM THE PRINCIPAL OF THE ENDOWMENT FUND. IN NOVEMBER 2006, THE SCHOOL ESTABLISHED THE FACULTY ENDOWMENT FOR THE PURPOSE OF RECEIVING AND INVESTING CONTRIBUTIONS TO ENHANCE THE SCHOOL'S ABILITY TO PROVIDE LECTURERS OR FACULTY OF THE HIGHEST QUALITY AND REPUTATION AND TO PROVIDE FUNDS FOR SCHOLAR STIPENDS IN VARIOUS SCHOLASTIC DISCIPLINES. DISTRIBUTIONS FROM THE FUNDS ARE LIMITED TO CERTAIN DEFINED MAXIMUMS. THE FACULTY ENDOWMENT IS TO CONTINUE AS LONG AS ITS PURPOSE CAN BE SERVICED BY ITS CONTINUATION AND MAY OTHERWISE BE TERMINATED OR USED FOR OTHER PURPOSES ONLY UPON A CATASTROPHIC OCCURRENCE THAT JEOPARDIZES THE EXISTENCE OF THE SCHOOL, AS REASONABLY DETERMINED BY AN 85% MAJORITY VOTE OF THE TRUSTEES. EFFECTIVE JUNE 2, 2018, THE SCHOOL'S BOARD OF TRUSTEES APPROVED A RESOLUTION TO ALLOW USE OF THE BOARD-DESIGNATED ENDOWMENT FUND FOR GENERAL OPERATING NEEDS AND TO MEET CURRENT OBLIGATIONS (SHOULD SUCH NEED ARISE). AS SUCH, THE SCHOOL CONSIDERS THE BALANCE OF INVESTMENTS COMPRISING THE BOARD-DESIGNATED ENDOWMENT TO REPRESENT A CURRENT ASSET FOR FINANCIAL REPORTING PURPOSES. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL AND STATE OF FLORIDA INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE SCHOOL HAS ADOPTED THE PROVISIONS OF ASC TOPIC 740 RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE SCHOOL DOES NOT BELIEVE IT HAS ANY MATERIAL INCOME TAX EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED ON FORM 990, PART VIII, 10B 15,524. SPECIAL EVENT EXPENSES INCLUDED ON FORM 990, PART VIII, 8B 45,474. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NET WITH TUITION IN THE AUDITED FINANCIAL STATEMENTS 1,531,317. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED ON FORM 990, PART VIII, 10B 15,524. SPECIAL EVENT EXPENSES INCLUDED ON FORM 990, PART VIII, 8B 45,474. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NET WITH TUITION IN THE AUDITED FINANCIAL STATEMENTS 1,531,317. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S NONDISCRIMINATION POLICY IS PUBLICIZED ON THE WEBSITE AT WWW.CLEARWATERSINDEPENDENTSCHOOL.ORG AND IN THE HANDBOOK. GALA & AUCTION 453651 178055 275596 51585 4616 40486 GOLF CLASSIC 105277 71667 33610 2442 46095 5132 1 79467 79467 45474 638395 249722 388673 2442 97680 4616 91092 195830 192843 16985 2058 3379 1 0.80000 16985 2058 3379 5437 11548 FL 0 NOT REQUIRED UNDER FLORIDA LAW FOR RAFFLES AS PART OF A FUNDRAISING EVENT. 0 0 0 1.00000 ANIKA DOUTT 1600 ST PAULS DRIVE CLEARWATER FL 33764 0 JOANNE LINKNER 103500 JOANNE LINKNER SERVED AS THE DIRECTOR OF DEVELOPMENT FOR THE SCHOOL AND WAS RESPONSIBLE FOR THE OVERSIGHT AND OPERATION OF ALL DEVELOPMENT ACTIVITIES. APPROXIMATELY 20% OF THE DIRECTOR'S TIME WAS DEVOTED TO COORDINATING SPECIAL FUNDRAISING EVENTS, INCLUDING PLANNING AND EXECUTION, TICKET SALES, AND VOLUNTEER MANAGEMENT. ALL GAMING ACTIVITY WAS CONDUCTED IN CONJUNCTION WITH SUCH EVENTS. THE DIRECTOR'S COMPENSATION ALLOCABLE TO GAMING ACTIVITIES WAS NEGLIGIBLE. X 0 1 STUDENT FINANCIAL AID 129 1531317 0 N/A N/A PART I, LINE 2: THE SCHOOL HAS A FINANCIAL AID COMMITTEE RESPONSIBLE FOR THE SELECTION AND OVERSIGHT OF STUDENT FINANCIAL AID. PARENTS SUBMIT APPLICATIONS DEMONSTRATING FINANCIAL NEED THROUGH FACTS. FINANCIAL AID AWARDED IS APPLIED AS A DIRECT REDUCTION TO TUITION. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 SAMANTHA CAMPBELL HEAD OF SCHOOL 354577 0 50836 0 0 0 10350 0 21854 0 437617 0 0 0 CAROL ANN MARTIN DIRECTOR OF FINANCE AND OPERATIONS 138270 0 324 0 0 0 2662 0 19204 0 160460 0 0 0 PART I, LINE 1A THE SCHOOL PAYS SOCIAL CLUB DUES FOR THE HEAD OF SCHOOL. THE CLUB MEMBERSHIP IS CONSIDERED A BUSINESS EXPENSE AND THUS IS NOT INCLUDED IN COMPENSATION. THE CLUB MEMBERSHIP IS USED FOR DONOR CULTIVATION AND NETWORKING WITHIN THE BELLEAIR COMMUNITY FOR PROSPECTIVE DONORS AND STUDENTS. THE SCHOOL PROVIDES FOR SPOUSAL TRAVEL FOR THE HEAD OF SCHOOL WHEN DEEMED APPROPRIATE AND/OR NECESSARY FOR SCHOOL RELATED BUSINESS PURPOSES. A PINELLAS COUNTY EDUCATIONAL FACILITIES AUTHORITY 596000800 2015-09-25 3528367 REFINANCE REVENUE BONDS ISSUED IN 2005 TO FINANCE SCHOOL IMPROVEMENTS 0 0 0 A 1191190 3528367 3528367 2006 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 X AUCTION ITEMS 84 60651 FMV 0 0 1 1 PART I, LINE 32B: BIDPAL WAS USED TO MANAGE THE SILENT AUCTION, LIVE AUCTION, AND GOLF TOURNAMENT ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIRMAN OF THE BOARD, VICE-CHAIRMAN, SECRETARY, TREASURER, ONE AT-LARGE MEMBER OF THE BOARD, AND THE HEAD OF SCHOOL. MEMBERS ARE SELECTED THROUGH THE SLATING AND ELECTION PROCESS OUTLINED IN THE BYLAWS; EXCEPT THE HEAD OF SCHOOL SHALL BE A NONVOTING EX-OFFICIO MEMBER. THE EXECUTIVE COMMITTEE CAN EXERCISE SUCH POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, EXCEPT THE POWER TO ADOPT, AMEND OR REPEAL BYLAWS, AS MAY BE DELEGATED TO IT BY THE BOARD. THIS COMMITTEE PROVIDES OVERSIGHT REGARDING ANY LEGAL ISSUE THAT MAY AFFECT SAINT PAUL'S SCHOOL AND IS RESPONSIBLE FOR THE REVIEW OF THE PERFORMANCE AND COMPENSATION OF THE HEAD OF SCHOOL. THE EXECUTIVE COMMITTEE IS ACCOUNTABLE TO THE BOARD OF TRUSTEES FOR ALL ITS ACTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES MEMBERS ARE PROVIDED A COPY OF THE DRAFT 990 AND ARE GIVEN A PERIOD OF TIME TO REVIEW AND ASK QUESTIONS. THE BOARD THEN VOTES TO APPROVE THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL REQUIRES THAT ALL OFFICERS, TRUSTEES, AND EMPLOYEES ADHERE TO THE SCHOOL'S CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES THAT EACH CONFLICT BE FULLY DISCLOSED TO THE HEAD OF SCHOOL IN WRITING IMMEDIATELY UPON DISCOVERY. ADHERENCE TO THE POLICY IS MONITORED AND ENFORCED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION FOR THE HEAD OF SCHOOL CONSIDERING COMPARABLE DATA WITH OTHER SCHOOLS, LOCAL MARKET CONDITIONS, AND PERFORMANCE. THE HEAD OF SCHOOL DETERMINES THE COMPENSATION FOR ALL OTHER EMPLOYEES CONSIDERING COMPARABLE DATA WITH OTHER SCHOOLS, LOCAL MARKET CONDITIONS, PUBLIC SCHOOL COMPENSATION, AND PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT. THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.